Tax Advisory Manager - Private Client

At Forvis Mazars,

Find out more about this role by reading the information below, then apply to be considered.
we're always looking ahead, for our people, our clients and the
wider world. Together, we grow,
belong and
impact. You'll be supported to learn,
explore and develop from day one. We celebrate individuality,
encourage bold thinking and believe success comes from working
together. With us, you'll belong to your local team, gain global
experience, and make a meaningful impact now and in the
future.

About The Team:

‘I have been with Forvis Mazars for over 20
years and during that time have been truly impressed by our
culture. We take a collaborative approach and are genuinely
committed to giving people opportunities. ‘(Paul Barham, Partner,
Private Client Tax)

As a
Private Client Tax
Advisory Manager you will be
responsible for providing personal tax
advisory services as part of a
specialist team to a range of clients that has a strong focus on
business owners, trustees and high net worth individuals. Given the
nature of these clients, the role will centre around building
strong relationships with both clients and other Forvis Mazars team
members (both in the UK and abroad) as well as providing pragmatic,
holistic advice. You will work closely with the tax, private client
and privately owned business teams and with clients and be
committed to providing exceptional service.

What You'll
Do:

As a Private Client Tax
Advisory Manager you will be responsible for:

• Reviewing tax reports prepared by junior members of the
  team.
• Ensuring WIP analysis and billing are
  kept up to date.
• Ensuring files are of an
  appropriate standard for QCR purposes.
• Liaising with HMRC regarding various issues.
• Assisting the partner with identifying specific advisory
  issues to consider e.g. shareholder profit extraction/exit
  planning, shareholder and personal succession planning, individual
  relocation etc.

What You'll Bring:

• Holds relevant professional qualification
  (e.g. CTA) or equivalent experience.
• Extensive
  experience of personal tax services.
• Significant experience of developing project plans and
  ensuring deadlines are met.
• Ability to think
  creatively, generate innovative ideas, develop new initiatives and
  methodologies.
• Experience of identifying
  opportunities for business development on tax clients and across
  other service lines.
• Proficiency with personal
  tax on CCH Central would be an advantage.

What We Offer:

Forvis Mazars is a leading global professional services
network delivering quality across audit, tax, advisory and
consulting. We're united by a shared purpose and a strong sense of
belonging, with a culture rooted in inclusion, responsibility, and
collaboration. With us, you'll be empowered to shape your career,
contribute your ideas, and make a difference from day
one.

We embrace
individuality and encourage everyone to bring their whole selves to
work. Whether you're looking to stretch your potential, build
meaningful relationships or be part of a diverse, forward-thinking
team, this is a place where you can thrive.

Salaries &
Benefits:

At Forvis Mazars, we
pride ourselves on being a fair and competitive employer, we offer
a competitive salary which are based on experience and
benchmarking. We have an annual performance-based bonus, and
regular salary reviews to ensure you are rewarded for your
efforts.

You'll enjoy
hybrid working options, allowing you to maintain a healthy
work-life balance, along with clear career progression
opportunities that will support your growth. Our comprehensive
benefits package includes wellbeing support because we believe in
taking care of our people. Does this sound like the kind of place
where you can thrive?

Location:

Leeds
Office – Located in 3 Wellington Place,
5th Floor, Leeds, LS1 4AP
. Just a 10-minute walk from Leeds
Station. Positioned in a modern business quarter with excellent
amenities and green spaces.

Ready to
Grow,
Belong, and
Impact? xekaoyc Apply now and join us at
Forvis Mazars!